New England Guild Wealth Advisors

New England Guild Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for New England Guild Wealth Advisors

New England Guild Wealth Advisors holds 53 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total International S Etf (VXUS) 17.7 $25M 486k 52.17
Vanguard Interm. Treasuries Etf (VGIT) 8.7 $13M 177k 70.48
SPDR S&P 500 Etf (SPY) 6.5 $9.3M 28k 334.90
Vanguard Total Stock Market Etf (VTI) 6.0 $8.6M 50k 170.31
SPDR Doubleline Ttl Rtrn Etf (TOTL) 4.7 $6.8M 138k 49.31
Vanguard Total Bond Market Etf (BND) 3.8 $5.5M 62k 88.21
iShares Core US Aggregate Bond Etf (AGG) 3.4 $4.9M 42k 118.05
Vanguard Mid-Cap Etf (VO) 3.1 $4.4M 25k 176.26
iShares Core S&P 500 Etf (IVV) 2.9 $4.1M 12k 336.07
Vanguard Short-Term Treasuries Etf (VGSH) 2.8 $4.0M 65k 62.09
iShares Core MSCI EAFE Etf (IEFA) 2.7 $3.9M 65k 60.29
iShares Russell 2000 Etf (IWM) 2.4 $3.4M 23k 149.80
Vanguard FTSE Developed Market Etf (VEA) 2.2 $3.2M 78k 40.90
iShares EMU Hedged ETF Etf (HEZU) 2.2 $3.2M 114k 27.85
ProShares Dividend Aristocrats Etf (NOBL) 2.1 $3.1M 42k 72.15
Proshares S&P Midcap 400 Dvd Etf (REGL) 2.0 $2.8M 53k 53.08
Vanguard FTSE Emerging Markets Etf (VWO) 1.9 $2.7M 63k 43.24
iShares US Technology Etf (IYW) 1.9 $2.7M 9.0k 301.12
iShares MSCI Emerging Markets Etf (EEM) 1.8 $2.6M 58k 44.09
SPDR S&P Dividend Etf (SDY) 1.7 $2.4M 26k 92.40
Vanguard Dividend Appreciation Etf (VIG) 1.6 $2.2M 17k 128.68
iShares Core MSCI Totl Etf (IXUS) 1.5 $2.1M 37k 58.34
Vanguard Interm. Corp. Bond Etf (VCIT) 1.5 $2.1M 22k 95.79
iShares MSCI EAFE Etf (EFA) 1.3 $1.9M 30k 63.64
Apple Computer Equity (AAPL) 1.2 $1.8M 15k 115.82
Vanguard Glb. Ex-US Real Estat Etf (VNQI) 1.2 $1.8M 36k 48.60
Vanguard Short-Term Corp. Bond Etf (VCSH) 1.2 $1.7M 21k 82.87
iShares Core S&P Small-Cap Etf (IJR) 1.1 $1.6M 22k 70.21
iShares National Muni Bond Etf (MUB) 1.0 $1.4M 12k 115.95
iShares Core S&P Mid-Cap Etf (IJH) 0.9 $1.3M 6.8k 185.34
iShares Core MSCI Emerging Mkt Etf (IEMG) 0.7 $1.0M 19k 52.78
Vanguard FTSE All-World ex-US Etf (VEU) 0.7 $963k 19k 50.45
iShares Russell Mid-Cap Etf (IWR) 0.6 $885k 15k 57.35
Invesco S&P 500 Equal Weight Etf (RSP) 0.5 $780k 7.2k 108.12
Vanguard Real Estate Etf (VNQ) 0.5 $694k 8.8k 78.95
Vanguard High Dividend Yield Etf (VYM) 0.5 $659k 8.1k 80.98
Vanguard Small-Cap Etf (VB) 0.4 $522k 3.4k 153.76
Schwab US Dividend Equity Etf (SCHD) 0.4 $519k 9.4k 55.31
Home Depot Equity (HD) 0.4 $513k 1.8k 277.60
Amazon Equity (AMZN) 0.2 $340k 108.00 3148.15
Schwab US Broad Market Etf (SCHB) 0.2 $318k 4.0k 79.66
Ishares Core S&P Total Etf (ITOT) 0.2 $271k 3.6k 75.49
Berkshire Hathaway Cl B Equity (BRK.B) 0.2 $263k 1.2k 212.78
American Express Company Equity (AXP) 0.2 $246k 2.4k 100.45
iShares S&P NA Tec. Semi. Idx Etf (SOXX) 0.2 $244k 800.00 305.00
PowerShares Dividend Achievers Etf (PFM) 0.2 $243k 8.0k 30.28
iShares Russell 3000 Etf (IWV) 0.2 $236k 1.2k 195.36
PowerShares FTSE RAFI US 1000 Etf (PRF) 0.2 $229k 2.0k 114.04
Willis Towers Watson Equity (WTW) 0.2 $220k 1.1k 208.53
iShares Cohen & Steers REIT Etf (ICF) 0.1 $211k 2.1k 102.18
Microsoft Equity (MSFT) 0.1 $208k 990.00 210.10
Peoples United Equity 0.1 $177k 17k 10.33
General Electric Equity 0.0 $64k 10k 6.19